Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the RoleThe Position
We are currently seeking to recruit a Portfolio Advisor to join our Germany & Austria team, based in Frankfurt. Working closely with the Head of Wholesale (Germany & Austria), this individual will play an important role in driving growth across Wellington’s full product suite with Financial Intermediaries in the region.
Responsibilities
* Work in close partnership with the Head of Wholesale to execute the Wholesale sales strategy with intermediaries in Germany and Austria;
* Providing dedicated client coverage, focused on driving growth across funds/strategies, in line with business priorities;
* Contributing to the team’s collaborative approach to relationship building with strategic distribution partners, including identifying, developing, and nurturing key contacts;
* Developing existing client relationships, highlighting key focus funds/strategies, contributing to building buy list positions, and identifying new opportunities to partner with key firms;
* Contributing to the development of wider industry relationships with influencers within the Wholesale channel;
* Partnering closely with Marketing and PR colleagues to ensure that local marketing and sales strategies are closely aligned, and contributing to the continued growth in brand awareness;
* Actively contributing to team sales meetings, strategy planning and development.
* Traveling within the region to support the team’s distribution effort with key accounts, contributing to client events, roadshows, and education.
Qualifications
The successful candidate is likely to:
* Have 10+ years of relevant industry experience, gained either in sales, product specialist or private banking role(s). Prior experience working closely with Wholesale / Financial Intermediary prospects and clients in Germany would be additive;
* Have a demonstrable track record of successfully developing client relationships;
* Have a good understanding of competitors, products, key market trends, market infrastructure and industry developments;
* Demonstrate an in-depth knowledge of financial markets, and an ability to influence through a content-led, consultative client approach;
* Be action orientated, accountable, committed, driven and self-motivated, with excellent communication and team working skills;
* Demonstrate a high level of integrity and trust, and a client centric focus;
* Have a strong academic background, including an undergraduate degree. A relevant professional qualification (e.g. IMC, CFA) or progress towards one, is preferred.
Please note that we are only able to respond to successful applicants
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
EUR 85,000-175,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Skills Required
- 10+ years of relevant industry experience in sales, product specialist, or private banking roles.
- Prior experience with Wholesale/Financial Intermediary prospects and clients in Germany.
- Demonstrable track record of successfully developing client relationships.
- Good understanding of competitors, products, market trends, market infrastructure and industry developments.
- In-depth knowledge of financial markets and ability to influence through a content-led, consultative approach.
- Action-oriented, accountable, driven, self-motivated with excellent communication and teamworking skills.
- High level of integrity, trust, and client-centric focus.
- Strong academic background including an undergraduate degree.
- Relevant professional qualification (e.g., IMC, CFA) or progress toward one.
Wellington Management Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wellington Management and has not been reviewed or approved by Wellington Management.
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Retirement Support — Employer-funded retirement contributions and profit-sharing are frequently highlighted as standout elements of the package. The retirement program is often described as unusually strong and a major pillar of total rewards.
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Healthcare Strength — Medical, dental, vision, and related coverage are characterized as comprehensive and well-regarded. Core health benefits are seen as a meaningful contributor to overall satisfaction.
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Parental & Family Support — Parental leave and family supports are described as generous compared to common U.S. norms. Exact durations can vary by location or role, but family-related time off is consistently called out as a strength.
Wellington Management Insights
What We Do
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
